Private Wealth Management, Inc.

Private Wealth Management, Inc. (CRD# 120823) is a financial advisory firm headquartered in Memphis, TN. They manage $699,203,743 in 509 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3725 Champion Hills Dr., Suite 1400, Memphis, TN 38125
By the Numbers
  • Total Assets Under Management
    699
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $1,373,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, TN, TX

Financial Advisors at Private Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Horner, financial advisor Memphis TN
Joseph P. Horner
CRD#: 1747094
3725 Champion Hills Drive, Ste. 1400, Memphis, TN 38125

Joseph Horner (CRD# 1747094) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 36 years of experience in the finance industry.

2
Scott Robbins, financial advisor Memphis TN
Scott M. Robbins
CRD#: 4540655
3725 Champion Hills Drive, Ste. 1400, Memphis, TN 38125

Scott Robbins (CRD# 4540655) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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